Nightly (Value) Investment Links #141 Value Investing Congress Edition
**Attention**Bonus: My good friend Ben has started a value investing blog called the Inoculated Investor. Ben is a fantastic analyst, investor, and writer. I highly recommend tracking his blog. Ben just posted the most detailed Berkshire Hathaway Shareholder Meeting Notes (18 pages total). Click Here To Visit The Inoculated Investor.
Value Investing Congress Coverage
1. Brian Gaines’s Speech — Live Blogging the Value Investing Congress - Via Manual Of Ideas
2. Charles de Vaulx’s Speech — Live Blogging the Value Investing Congress – Via Manual Of Ideas
3. Zeke Ashton’s Speech — Live Blogging the Value Investing Congress - Via Manual Of Ideas
4. David Chu & Igor Lotsvin’s Speech — Live Blogging the Value Investing Congress – Via Manual Of Ideas
5. David Nierenberg’s Speech — Live Blogging the Value Investing Congress – Via Manual Of Ideas
6. John Burbank’s Speech — Live Blogging the Value Investing Congress – Via Manual Of Ideas
Daily Features
Feature: The Most Detailed Berkshire Hathway Shareholder Meeting Notes – Via Inoculated Investor
Feature:Markel Annual Meeting Notes – Via Inoculated Investor
Feature:Distressed Debt Investing Case Study- AbitibiBowater – Via DDI
Feature: Warren Buffett, Charlie Munger, and Bill Gates on Fox Business - Via Street Capitalist
Feature: Jeremy Grantham’s GMO has released its first-quarter 2009 update - Via Guru Investor
1. Buffett’s Sidekick Munger – Via Guru 5
2. Rethinking Central CDS Counterparties – Via Derivative Dribble
3. Underfunded Pension Plans: The Next Shoe To Drop? – Via Dividends Value
4. Expecting Poor Employment Data - Via A Dash Of Insight
Direct Sources (Newspapers etc)
1. Coca-Cola, Oracle, Intel Use Cayman Islands to Avoid U.S. Taxes – Via Bloomberg
Media (Videos, Podcasts, Etc)
1. Video: Peter Schiff CNBC Interview With Larry Kudlow – Via PS Blog
2. Video: Radio One Interviews Jim Rogers - via All things Jim Rogers
4. Video: Barney Frank, Poverty, Housing, Rally - Via Todd Sullivan
5. Video: Resetting Equity Put Option – Via Mispricing
6. Video: American Banks 101 - Via CIN
Daily Link Recommendations & Carnivals
1. Wall Street Folly Roundup - Via wSF
2. Abnormal Returns Tuesday links: market dispersion - Via AR
3. Paul Kedrosky’s Readings - Via Pk
4. Maoxian’s Daily LInks - Via Maoxian
5. Marginal Revolution Assorted links – Via MR
6. Naked Capitalisms Links 5/5/09 – Via NC
Blogs:
Feature: CAPM: The Model that Never Was – Via ValuHuntr
1. Optimistic Pessimism: A Wave of Sentiment? - Via What Would John Templeton Say
2. Half of Stress Test Banks need More Capital – Via Fundamental Analyst
3. Buffett’s Berkshire Letter for 1986 – Via Widemoat
4. Matthews: Credit Markets Show Recovery Is for Real - Via Guru Investor
5. Digirad Corporation (NASDAQ:DRAD) Q1 update - Via Greenbackd
6. Choose Two: Principal Protection, Liquidity, and Above-Market Returns - Via Aleph Blog
7. Hasn’t Drive a Ford Lately; Not Likely to Any Time Soon - Via Jeff Matthews
8. CONSIDERING THE NEXT PHASE – Via Capital Spectator
9. Think diversification. Think Simplicity. Think. – Via DivNet
10. Momo Plays & My Thoughts About This Economy and Market - Via Stock Pursuit
11. LoJack Stock Flat…Or Is It? - Via Barel Karsan
12. Stakeholder Influences on a Company – Via Music Whiz Value Investing Journey
13. Quant Funds and Market Rallies: All Rotten? - via COllege Analysts
14. GM 1-to-100 Reverse Split? Uh-oh… - Via Freund Investing
15. Inflation: Not this ship, sister – Via Accrued Interest
Forums & Message Boards:
Feature: Riding ‘Coach’ for ‘First Class’ Returns – Via Guru Focus
1. Is American Express (AXP) Risking Its Cache in Current Treatment of Cardholders? – Via Guru Focus
2. Buying Plains Exploration & Production Company, George Soros Is Betting on Rising Oil Price – Via Guru Focus
3. AMP Capital Buys Into Commodities on Signs of Growth – Bloomberg - Via Guru Focus
4. Bill Gates Bought More Western Asset/Claymore Inflation Linked Opportunities & Income Fund (WIW) - Via Guru Focus
5. Comparing Quarterly Results of Chesapeake Energy and EOG Resources – Via Guru Focus
6. Conspicuous Consumption Is Dead; WalMart & McDonalds Rule - Via Guru Focus
7. Regulators Are Killing Me! – Via Corner OF BRK & FFH
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